Wealth Planning Analyst - Data-Driven, Client-Focused

Heckmann Financial; Delafield (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Heckmann Financial is seeking a Financial Planning Analyst to support Advisors by preparing comprehensive financial planning analyses, investment reviews, and client meeting materials. You will analyze client data, develop planning recommendations, and help ensure a high-quality planning experience for every client.

The ideal candidate is analytical, detail-oriented, organized, and passionate about helping clients achieve their wealth goals through rigorous planning and collaboration with the

Qualifications

• Bachelor's degree in Finance, Business, Economics, Financial Planning, or related field, or equivalent industry experience.
• 2+ years of financial planning, wealth management, or investment analysis experience.
• Series 7 and Series 63 licenses.
• Life, Accident & Health Insurance licenses.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills.
• Strong organization and time-management abilities with the capacity to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Familiarity with financial planning software and technology platforms.
• Ability to work independently while collaborating effectively within a team environment.

Responsibilities

• Prepare and maintain comprehensive financial plans utilizing Px and Holistiplan software.
• Generate retirement, insurance, tax, estate, education, and cash flow planning analyses.
• Develop client Wealth Blueprints and planning recommendations.
• Prepare insurance illustrations and planning projections.
• Analyze client net worth statements, cash flow reports, and financial planning data.
• Conduct tax efficiency and investment efficiency analyses.
• Evaluate asset allocation strategies and provide recommendations aligned with client objectives.
• Assist with retirement income and distribution planning analyses.
• Create planning observations and recommendations for advisor review.
• Prepare client review agendas and meeting materials.
• Generate performance and investment reports.
• Develop case observations, planning summaries, and action-item recommendations.
• Assist advisors in preparing for annual and periodic client reviews.
• Coordinate planning deliverables and follow-up activities resulting from client meetings.
• Conduct portfolio allocation and diversification analyses.
• Review investment performance and identify planning opportunities.
• Prepare SPU reports and investment planning summaries.
• Support account servicing and client implementation needs as directed by Advisors.
• Collaborate with internal operations teams to ensure efficient execution of planning recommendations.
• Effectively track and manage planning projects from initiation through completion.
• Work closely with Advisors, Client Service Associates, and Operations team members to deliver exceptional client service.
• Participate in team initiatives, process improvements, and special projects.

Skills

Analytical skills

Problem-solving

Communication

Organization

Attention to detail

Independent work

MS Office

Financial planning software

Education

Bachelor's degree in Finance/Business/Economics

Tools

Px

Holistiplan

Job description

Heckmann Financial is seeking a Financial Planning Analyst to support Advisors by preparing comprehensive financial planning analyses, investment reviews, and client meeting materials. You will analyze client data, develop planning recommendations, and help ensure a high-quality planning experience for every client.

The ideal candidate is analytical, detail-oriented, organized, and passionate about helping clients achieve their wealth goals through rigorous planning and collaboration with the